Protection Plus is a registered trademark of Tax Protection Plus, LLC.
Subject to the terms, conditions, limitations, and exclusions outlined in the Protection Plus Firm-Level Membership Agreement.
The Firm-Level Program and Per-Return Program may be billed by Tax Protection Plus on a bi-weekly basis after tax filings have been e-filed and accepted during tax season; and less frequently outside of tax season. You may pay via credit card and your account will be automatically charged until you cancel. Sales tax may be applied where applicable. Using Pay-by-Refund to pay for Tax Protection Plus' membership fee is not available for the Firm-Level Program. Additional terms, conditions and limitations apply. Offers, pricing and service features are subject to change at any time without notice.
Protection Plus membership may be canceled at any time and for any reason provided that Tax Protection Plus is notified in writing at Tax Protection Plus, PO Box 24279, Winston Salem, NC 27114 or by phone 866-942-8348, within the first 30 days of taxpayers’ membership. Exclusions apply. When you cancel, all future charges will be discontinued. Your cancellation will become effective at the end of the current billing date. You will not receive a prorated refund. Your access to the Service will continue for the remainder of the current billing date.
EXCLUSIONS: Not included or covered with Protection Plus services are Non-resident federal returns; returns other than individual 1040, including corporate, partnership, trust, estate, gift, and employment returns; Returns in which the taxpayer or preparer had knowledge of additional taxes owed as of the date of enrollment in the Protection Plus program; Returns prepared with gross negligence, recklessness, intentional misrepresentation or fraud; Local, city, and county returns; Returns that have become subject to IRS criminal investigations; IRS inquiries related to returns that address foreign income, flow-through entities (partnership and s-corporates as reported on Schedule K), court awards and damages, bartering income, canceled debt, estate, and gift tax; Foreign tax credit, plug-in electric vehicle credit, residential energy efficient property credit, mortgage interest credit, credit to holders of tax credit bonds, health coverage tax credit, “Credit” for prior year minimum tax or excess Social Security tax or railroad retirement tax withheld; IRS inquiries and audits related to the Affordable Care Act or federal or state Economic Impact Stimulus Payments. Tax debt audit assistance requires that taxpayer meet all IRS guidelines for approval and pay all associated governmental fees.
Claim legal disclosure:Based on blind survey of taxpayers who used a tax professional in the 12 months prior to June 2022.
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